← Top Holdings

LRNSTRIDE INC

CUSIP: 86333M108

2

Guru Owners

$3.6M

Total Value Held

40,841

Total Shares

$2.7M
0.01%
$932K
0.01%

📊 Fundamentals

Market Cap$3.9B
P/E Ratio14.1x
Below market avg
Forward P/E10.4x
P/FCF17.8x
EPS (TTM)$6.45
Revenue (TTM)$2.5B
Profit Margin12.15%
Beta0.10

52-Week Range

$60.61
$171.17

Current: $91.07

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 14.1x trailing earnings → 10.4x forward · 12.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.1M$4.2M$6.3M$8.4MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $3.6M
INCREASEDRay Dalio$2.7M
NEWPolen Capital$932K
Q4 '251 owners · $8.4M
REDUCEDRay Dalio$8.4M
SOLDPolen Capital
Q3 '252 owners · $7.6M
INCREASEDRay Dalio$5.9M
REDUCEDPolen Capital$1.7M
Q2 '252 owners · $4.0M
INCREASEDRay Dalio$2.7M
NEWPolen Capital$1.4M
Q1 '251 owners · $1.9M
INCREASEDRay Dalio$1.9M
Q4 '241 owners · $1.5M
REDUCEDRay Dalio$1.5M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
5%analyst est. 4.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
8.6%current: 8.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LRN: Held by 2 superinvestors · 7 congress member trades

BUYMarkwayne MullinR
$15,001 - $50,0002026-01-05
SELLMarkwayne MullinR
$1,001 - $15,0002025-12-18
BUYMarkwayne MullinR
$1,001 - $15,0002025-02-03
BUYMarkwayne MullinR
$15,001 - $50,0002025-01-02
SELLMarkwayne MullinR
$15,001 - $50,0002024-12-18
SELLMarkwayne MullinR
$1,001 - $15,0002024-12-18
BUYMarkwayne MullinR
$1,001 - $15,0002024-07-30